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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 9, 2019
    • $2.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 813
      Accounts
    • $3.5M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

16

name start date
Joseph Ashby Jennings
March 2011
Austin Brockenbrough
August 1987
Richard Haller Skeppstrom
February 2016
Matthew Philip Shaia
May 2014
Charles Martin Caravati
June 1993

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bespoke Cs-Gp, LLC -- --
    Bespoke Ps-Gp, LLC -- --
    Bryan Brothers, Inc. -- --
    Lbc Gp, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Austin Brockenbrough Iii Managing Director & Chairman Of The Board July, 1970 50% to 75%
      Austin Brockenbrough Managing Director & President December, 2005 25% to 50%
      Page Taylor Reece Chief Compliance Officer September, 2004 less than 5%
      Charles Martin Caravati Managing Director & Secretary December, 1998 less than 5%
      David Allen Lyons Managing Director & Treasurer September, 2000 less than 5%
      Walter Spencer Robertson Managing Director September, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Performance-Based Fees